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eSecLending InsightsCanada Brings the Energy and Spain Brings the HeatTeam eSec is back to unpack insights from the CASLA conference, spotlighting creative balance sheet solutions, evolving HQLA strategies, and the growing role of post-trade automation.
This material is for your private information and does not constitute legal, tax or investment advice. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
2025-06-1218 min
ITM Trading PodcastIs China Secretly Resetting the Gold Price?“You can’t reset the gold price. It’s global. No one nation can do that,” says Dr. Nomi Prins, international economist and investigative journalist.In an interview with Daniela Cambone, Prins unpacks the myths behind recent headlines claiming China is resetting the gold price. She clarifies that while China isn’t resetting the price, it is making structural moves to reduce its reliance on the U.S. dollar and elevate gold’s role in trade and settlement.“What China is doing is accumulating more gold in its reserves while it is selling US Treasury bonds,” she explains.Addressing the upcoming Jul...
2025-06-0723 min
Holland GoldECB waarschuwt voor papieren goudmarkt, klassiek beleggen faalt en crypto rukt op | Frank KnopersRobert Snijder van Wissenkerke spreekt met Frank Knopers over de spanningen op de goudmarkt, geopolitiek en de toekomst van geld. Wat gebeurt er als steeds meer partijen hun papieren goudcontracten willen inwisselen voor fysiek goud en dat goud blijkt niet direct leverbaar? De ECB slaat alarm, en Knopers legt uit waarom. Ze bespreken hoe goud wordt gewaardeerd in het financiële systeem, onder andere binnen Basel III. Waarom geldt goud op de bankbalans als solide bezit, maar wordt het bij liquiditeitsregels ineens behandeld als een grondstof als lood? En wat betekent dat voor beleggers in tijden van stress op d...
2025-06-0547 min
The Security Token ShowTokenized Treasuries Get Rated and Begin Bridging to DeFi - Security Token Show: Episode 240Tune in to this episode of the Security Token Show where this week Herwig Konings, Kyle Sonlin, and Nico Pantelis cover the industry leading headlines and market movements, including how Tokenized Treasuries Get Rated and Begin Bridging to DeFi!
This week Jason Barraza had a chance to sit down with Chuck Pettid, Executive Vice President at Republic, to discuss their recent tokenization of Watford Football Club.
Company of the Week - Herwig: MANTRA Blockchain: https://www.mantrachain.io/
Company of the Week - Kyle: Dynasty Global: https://dynastygi.com/
2024-06-2147 min
Curve Your EnthusiasmEnjoying the momentIan Pollick is joined by Nicholas Neary this week, Managing Director at DV Trading Group. The duo begin the episode by discussing the Bank of Canada interest rate cut, and what the near-term market implications are. Nicholas highlights his view on the threshold for policy divergence, which is considerably larger than most analyst estimates. The pair go on to discuss whether duration markets are safe, and what that means for the likely shape of the term structure. Ian talks about what is needed for the yield curve to sustainably steepen, while also discussing whether interest rate relief is really on...
2024-06-1024 min
Finstep Asia Edge: Unveiling Fintech Trends in the Web 3.0 EraIn discussion with founders of Xalts on Building Enterprise Grade Blockchain Infrastructure for FIsJoin us in this insightful discussion as Supreet and Ashutosh, Co-Founders of Xalts, share their vision and approach to enable financial institutions to compose bespoke blockchain solutions for real world assets & liabilities using their technology product. Xalts is an Accel and Citi backed platform for institutions to build & manage smart workflows which automate real world business processes using smart contracts.
🚀 Meet the Founders:
- Supreet: Former Meta executive, Supreet has been a Business operator across Asia for 15 years and has expertise in M&A integration and blockchain solutions.
- Ashutosh: Former HSBC executive with 15 years experience & track record of man...
2024-06-071h 01The Security Token ShowRealT Decentralization Plans Explained and More RWA Activity: Episode 233Tune in to this episode of the Security Token Show where this week Herwig Konings and Kyle Sonlin cover the industry leading headlines and market movements, including RealT Decentralization Plans Explained and More RWA Activity!
Company of the Week - Herwig: Homium: https://www.homium.io/
Company of the Week - Kyle: Centrifuge: https://centrifuge.io/
= Stay in touch via our Social Media =
Kyle: https://www.linkedin.com/in/kylesonlin/
Herwig: https://www.linkedin.com/in/herwigkonings/
Opinion articles, interviews, and more: h...
2024-04-1931 min
HQLA034 | Apple VR | Photoshop AI | Ashton Kutcher’s VC | AirBnB Tiny Homes | Battle of the BurgersWe kick off with a glance at Apple's new VR headset and explore the limitless horizons of Photoshop’s new AI image manipulation tool.
Joe Gebbia, Airbnb’s co-founder, unveils a project that reimagines backyard spaces and battles the housing-affordability crisis. Discover the tiny, net-zero homes that are not just houses, but power generators.
Unravel the mysteries of Ashton Kutcher’s Sound Ventures. With over $1B in assets and a new AI fund, find out how the actor-turned-investor is championing the next wave of tech revolution.
Witness the epic Australian standoff between Burger King and...
2023-10-311h 05
FEDTalk AIUnraveling Banks' Management of High-Quality Liquid AssetsEpisode Notes: Unraveling Banks' Management of High-Quality Liquid AssetsIntroduction:Topic: The crucial role of liquidity management for banks in the backdrop of the Global Financial Crisis.Defining Liquidity in Banking:The capability of banks to settle immediate financial obligations, encompassing the repayment to depositors, honoring loan agreements, and settling transactions.Significance: Ensuring consistent credit supply and financial services to customers.Recollections from the Global Financial Crisis:The liquidity crisis that emerged during the 2007-09 period.Overreliance on short-term funding sources, leading to a liquidity crunch and subsequent credit freeze.Introducing Liquidity Coverage Ratio (LCR):A regulatory measure ensuring banks hold...
2023-10-2104 minHQLA033 | Kim Kardashian PE | Universal AI | MSCHF | Soulbound Web3 Privacy | Bryan Johnson Stops Aging🎙️ HQLA - Episode 33 🎙️
Welcome back to HQLA! Join us on another thrilling journey as we unravel a tapestry of topics, from investment nuances and innovative ventures to the startling revelations surrounding age reversal.
Big thanks to our sponsors for this episode!
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Stay connected for an intricate blend of business, technology, culture, and personal stories. Subscribe...
2023-08-131h 24
The Macro CompassUS Downgrade! Now What?Are we back in 2011 or what?After the US debt ceiling drama earlier this year we just witnessed a rating agency downgrading the US exactly like in 2011 – back then S&P, this time Fitch.Today you are likely to read plenty of scary and fear-mongering headlines.In this piece instead we’ll take a step back and rationally assess what the US downgrade means for investors and markets out there.A few words on the reasons behind the downgrade: Fitch pointed out the prolonged discussions on debt ceiling show ‘’deterioration in the standards of gover...
2023-08-0210 minHQLA032 | Index.dev | Sergiu MateiBig thanks to our sponsors for this episode!
Index.dev
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Index.dev is a London-based company that helps enterprises find and hire world-class remote software developers. The company was founded by Sergiu Matei, who saw a need for a more efficient and effective way to hire remote developers. Index.dev's platform combines in-country sourcing, a rigorous vetting process, and an easy-to-hire business model to...
2023-07-2553 min
The Macro CompassThe Liquidity IllusionThe big Central Bank week is here: ECB, BoJ, Fed…wow!Well…if you are an institutional investor who enjoys my macro analysis, I have great news for you!I just launched a live Bloomberg chat service and institutional research service dedicated to you!I'll cover macro, Central Bank and market events daily through an interactive BBG chat and deliver institutional-focused macro research pieces - ping me on Bloomberg (Alfonso Peccatiello) or email at pro@themacrocompass.com for a 2-weeks FREE trial!Yes: it costs you nothing to try!This is one...
2023-07-2408 minHQLA031 | Deepfake Drake, Grimes AI, Apple Bank | AutoHustleGPT | Nike NFTs | Marketing WinsBig thanks to our sponsors for this episode!
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In Episode 31 of HQLA, the hosts discuss various topics related to AI and technology. They start with a discussion on NFTs, particularly a song created using AI deep fake technology featuring Drake and The Weeknd, which sparks debates on intellectual property. They also mention musician Grimes' innovative but risky decision to split AI-generated music royalties.
The hosts then move on...
2023-06-121h 40
The Macro CompassLiquidity: What's Next?Assuming no last minute surprises, it seems like we might be getting a debt ceiling deal in the US which means you should be prepared to get overwhelmed with financial commentators’ takes about ‘’liquidity’’.The very unnuanced story goes like: the government needs to rebuild its Treasury General Account (TGA) buffer at the Fed so it issues bonds and it drains ‘’liquidity’’ from the ‘’system’’.And here I can picture you guys thinking: what the heck does that mean? And is it true?In this piece, we will:* Show the monetary mechanics that underpin a...
2023-05-3006 minHQLA030 | On-Track at Supercars | Metaverse Game Advertising | 3D Printing Houses | NFT TrademarksCoastalworld.com is a browser game developed by Coastal Community Bank that gamifies fintechs and helps you learn more about personal finance. Play mini-games that represent the fintechs, such as international money transfer, budgeting, and financing your home improvement
Discover the latest breakthrough in construction technology: 3D printed houses. Learn how companies like Icon, Peri, Mighty Buildings and Palari Group are using this innovative method to build homes faster, cheaper, and more sustainable. Find out how 3D printing is shaking up the housing industry and how it could help address the affordable housing crisis.
Finally...
2023-04-231h 13HQLA029 | Web3 Music | AI Tech Stack | Hermès | ArtifactWe start off with talking about web3 music, with four projects creating playlist-based NFT-enabled projects to integrate with Spotify.
Bard suffers against OpenAI.
GPT integrated into Bing.
Bald man Jeff Bezos running for president? Or just buying
football teams and newspapers?
Next up, we talk about AI tools to power your business. When we move on from just focusing on GPT, where can we get with the other startups in the market, and how can these be integrated into your tech stacks? Firstly we take a look at...
2023-03-191h 16
The Macro CompassBanking Crisis?Silicon Valley Bank went belly up in about 30 hours.And no, it’s not the Fed’s fault.It’s the result of a very concentrated funding base, embarrassingly bad market risk management and a ton of moral hazard at play.This piece will attempt at answering the questions all of us have been asking:* What exactly went so wrong for a $200bn+ balance sheet bank to go down so fast?* How serious are the spillover risks? Is the entire US banking system in trouble?* How will the Fed and ma...
2023-03-1211 minHQLA028 | Stripe | Vertical Farming | "2050 Earth"Stripe is an online payment processing platform that simplifies the payment process for online businesses. Its founders, John and Patrick Collison started the company in 2010, intending to provide an easy-to-use platform for businesses to process payments. Stripe offers a user-friendly interface, support for multiple currencies, recurring payments, and physical card readers for brick-and-mortar businesses. Stripe's technology includes machine learning and AI to detect fraud, analyse customer behaviour and preferences, and encrypt transactions. The company has partnerships and integrations with various companies across industries, and its services include payment processing, fraud detection, and other business management tools. Stripe's fee structure...
2023-02-201h 09HQLA027 | Open AI / ChatGPT | Chevrolet SilveradoChat GPT is an incredible piece of engineering which pushes the boundaries of artificial intelligence and machine learning. Chat GPT was developed by the non-profit organization OpenAI, which is run by entrepreneur Sam Altman. Altman is an original Y-Combinator founder, the accelerator which has funded companies like Airbnb, Dropbox, and Reddit. Chat GPT is a text-based interface that can answer any question you have in a conversational tone. It's amazing how in just 5 days, Chat GPT went from zero users to 1 million users, by comparison it took for Facebook and Instagram at least two years to reach that point...
2023-01-2948 min
The Macro Compass''Liquidity''Hi everybody, and welcome back to The Macro Compass!The Fed intends to drain ‘’liquidity’’ at a rapid pace in 2023.And while the pace might be more friendly for the next months, don’t get distracted. Banks, the repo market and Wall Street will soon start feeling the heat.In this piece, we will:* Explain what ‘‘liquidity’’ really is in plain English;* Go over the drivers of US liquidity in 2023;* Assess how they will interact with each others and drive markets;* Conclude by refreshing our market views and our actionable...
2023-01-2506 min
DerivSource's Living The Trade LifecycleDLT in Post-Trade: The Business Case for Securities Lending and Collateral Management is HereDistributed ledger technology (DLT) has been touted as a potential game-change for the post-trade processing space, yet many financial organisations continue to sit on the side lines waiting for the business case to be made. In 2022, we have seen the pioneers behind DLT adoption showcase the applicability of this technology to specific areas of post-trade and the benefits it yields. In this episode of the DerivSource podcast, Living the Trade Lifecycle, Martin O’Connell, solutions architect at HQLAᵡ , explores a particular business case where the adoption of DLT is already ma...
2022-12-0920 minHQLA026 | Tractor Ventures | Matt AllenIn this episode, we talk to Matt Allen from Tractor Ventures. Matt shares with us how he runs a successful VC firm and why Tractor has a different model than most Venture Capital structures, choosing to use a debt first, revenue share solution, then shifting to a warrant for equity model if a startup wants to plan a big exit like a sale or an IPO. Matt also gives us some insights into his decision-making models, generally choosing to go for the boring B2B models over the ‘rocket-ship’ high-growth, high-risk startups.
After one of the best inte...
2022-09-2649 minHQLA025 | Lemon.io | Aleksandr Volodarsky**Disclaimer: we filmed this episode earlier in the year, prior to the escalation of events in Ukraine**
On episode 25 of HQLA we talk to Aleks Volodarsky, who is the founder of online marketplace lemon.io. Lemon allows you to add an Eastern European engineer to your existing startup team.
Aleks talked us through his startup career, having other ideas that worked, and some that didn't, including being early in the Google Ads space for Ukraine, and joining a digital ads startup.
After his early side hustles and failed ideas, Aleks got into an...
2022-08-3149 min
BlockDrops com Maurício MagaldiChainalysis e Governos, B3i fecha as portas, Chainproof Seguro em DeFi, e muito maisDrop 1: Chainalysis e Governos https://blog.chainalysis.com/reports/chainalysis-government-solutions-announcement/
Drop 2: B3i baixa as portas
https://www.ledgerinsights.com/major-insurers-pull-the-plug-on-b3i-insurance-blockchain-consortium/
Drop 3: Chainproof Seguro em DeFi https://quantstamp.com/blog/chainproof .. Reino Unido vai testar emissão de títulos em Blockchain
https://www.ledgerinsights.com/uk-blockchain-dlt-government-bond/
BNY Mellon e Goldman Sachs liquidam primeiro lote de transações de títulos on-chain
https://www.hqla-x.com/post/bny-mellon-and-goldman-sachs-settle-first-hqla-agency-securities-lending-transactions
Nubank: 1M de clientes cripto em 3 semanas
https://neofeed.com.br/blog/home/exclusivo-nubank-atinge-1-milhao-de-clientes-em-cripto-em-tres-semanas/
Senadores dos EUA apresentam projeto de lei para isenção de imposto em micro transações com crypt...
2022-07-3119 minHQLA024 | Minke | Josh ReyesMinke is a savings app that allows you to use the Aave protocol to make interest on your cryptos in a much safer way than using Luna. We take a deep dive into the Melbourne-based startup with remote employees all over the world. This perfectly fits the theme of a non-custodial wallet, which is a decentralised concept of being able to pick up your crypto wallet and use it in any country. As they work on Apple Pay integration, as well as integrations with international payments systems and the complexities of the South American currency crisis, this startup has a...
2022-07-271h 01
HQLA023 | anotherblock | Andreas BigertHave you ever wanted to buy an NFT that pays you dividends? What about buying and owning a piece of your favorite album?
Well, this web 3 startup is aiming to revolutionize the music industry and the way that individuals interact with artists and the intellectual property they put out. For the longest time, it has been the bragging right of the earliest fans to claim they had heard their favorite rapper, DJ, or band in a small gig back in 2010 'before they were famous', or for people to say they walked past Ed Sheeran busking when he...
2022-04-1840 min
2022-03-2408 minHQLA EssentialsYou can now buy SAAS companies on MicroacquireMicroacquire is a really cool little startup we've found and is a great way to acquire small private companies, including Software-As-A-Service (SAAS), E-Commerce, Mobile App's, Newsletters, & Crypto startups. They've got all the details a potential buyer could need, and if you're rich enough, or just lacking ideas it could be a great way to start your own little portfolio of small online businesses.
2022-03-2215 minHQLA EssentialsBill Ackman's SPAC | Pershing Square Tontine Holdings (PSTH)Bill Ackman is up next, with his hedge fund gains, his holding company, and his newest SPAC PSTH. While Bill Ackman has had some impressive celebrity wives, he also has had a lot of beef with other businessmen, including Carl Ichan and Herbalife, which Ackman took a hefty short position against, betting $1 Billion that it would crash to zero.
Pershing Square Tontine Holdings is Ackman's Special Purpose Acquisition Company (SPAC) that was set to take on Universal Music Group, however, up against SEC interference, the future of the SPAC is uncertain.
2022-03-2035 minHQLA EssentialsPALANTIR | Products | New Cllients | Earnings | FinancialsPalantir Technologies has three strong products with three even better names: Gotham, Foundry & Apollo. Gotham software is targeted towards military applications and can interface with drones, satellites, and everything in between to compile data and strategize against the enemy. Foundry aims to improve business functionality, through supply chain management, analytics, and the new ontology simulation engine. Apollo provides the infrastructure to operate anywhere. Some of Palantir's newest clients are impressive, including Scuderia Ferrari, Faurecia, BP, 3M, the UK's NHS, and IBM, as well as many others.
2022-03-1736 minHQLA EssentialsHow to choose a stockbroker (Australia)It can be a difficult decision to make, trying to get that ultimate package deal of fees, advice, and aesthetics. In this clip, we aim to cut through the noise and help you jump on the hype. Whether you want to jump on the AMC & Gamestop hype on the US Market or invest in something more homegrown like Macquarie Bank or Afterpay, there are plenty of options out there for you. In this video, we look at Goodments, Stake, Commsec, CMC, Interactive Brokers, E-Torro, and Selfwealth.
2022-03-1523 minHQLA EssentialsSEMICONDUCTOR MAYHEM | AMD stockAdvanced Micro Devices, more commonly known as AMD. AMD has had a record year, clocking massive earnings and revenue growth. Ever since Lisa Su took over as CEO, both the Ryzen and Radeon (CPU & GPU) brands have grown exponentially. However, it's not all smooth sailing, as we see issues with Apple and Amazon developing their own semiconductor microprocessors, as well as the way that AMD will manage supply and demand during this current cycle of chip shortage.
Will AMD survive against big tech making their own semiconductors? Is it still a good growth stock or have we hi...
2022-03-1328 minHQLA EssentialsCardano | The FUTURE central blockchainOur first segment is about ADA, which is a cryptocurrency on the Cardano blockchain. This one is a third-generation crypto that aims to have a central blockchain, usable by other cryptocurrencies. Some great features include energy efficiency as well as scalability, into hopefully a million transactions a second. Nathan also explains what "interoperability" means. Cardano solves three key problems in a unique way better than other cryptos can.
2022-03-1033 minHQLA EssentialsBeginner's Guide to ETFsEver wondered how to get into investing? But you just don't know where to start? ETFs, or exchange-traded funds, are a great intro to the stock market. They're a great way to buy into a diversified portfolio, or basket, of stocks. Watch this video if you want an understanding of ETFs work and what they can be used for.
Indices (index) are the first area we discuss, with plenty of index-tracking funds, it's very important to ensure you go for the lowest cost available... as long as the ETF provider is reliable.
We also look at...
2022-03-0821 minHQLA EssentialsIs it better than a CYBERTRUCK? The Ford F-150 LightningHow does it hold up against the new GMC Hummer or the Tesla Cybertruck, or even the more fictional Rivian R1T? The F-150 has some great unique features like a fold-out workstation, plugins to run all your tools from, a fronk (front-trunk), and even the ability to weigh your load on the truck bed. It's also equipped with all-around lighting, and even the ability to keep your house powered for up to 3 days.
2022-03-0628 minHQLA EssentialsWe don't like ARKX (Space Exploration ETF)We aren't a fan of ARKX, probably just because it doesn't include SPCE, but also because it really doesn't seem to have a lot of relevant holdings. What even is a geo-spatial mapper? I guess it has the word space in it.
The most relevant holding to this ETF is definitely Boeing, who actually does seem to be making real spacecraft.
2022-03-0305 minHQLA EssentialsSPCE | The Billionaires Race to SpaceVirgin Galactic, known by its ticker SPCE, is a highly volatile, high-growth space flight company, which is supposed to be flying customers to outer space.
After its SPAC through Chamath Palihapitiya's VC Firm Social Capital Hedosophia (with the original ticker IPOA), SPCE has come a long way towards being a real option for actual consumer space flight. It looks at the moment like flights are most likely to start with just touching the upper atmosphere and only just entering 'outer-space' in a technical sense, however, Virgin has plans to get all the way to the international space st...
2022-03-0119 minHQLA EssentialsSelling Your E-Commerce StoreE-Commerce stores, how much is it worth for a certain user-base or revenue figure? We find out by comparing a few different Shopify successes. From Vacuum cleaners to Gucci handbags, to the patriotic apparel worn by the far-right.
2022-02-2711 minHQLA EssentialsAmazon.com, Inc. (AMZN)Amazon is a mega-conglomerate that is only getting larger.
Acquiring brands like Twitch, Wholefoods, and more recently MGM Studios, as well as many others over the last year, Amazon is growing at a massive rate. As we've seen, it's not just from the delivery and warehousing.
Will it be the first company to hit a market cap of $5 Trillion? Who knows. What we do know is that Jeff Bezos has built an automation powerhouse used by over 70% of US households. Scaling rapidly with over 1.3 million employees, AMZN is a holding which has really come to be a...
2022-02-2420 minHQLA022 | Crypto Karin | Karin Van EedenIn this episode, we talk to Crypto Karin, a TikToker who has recently blown up to over 90,000 followers with her clips about the state of the crypto market, and how it ties in with tech and cyber security. Truly nothing was off the table as we chatted everything from stray cats, content creation, and the future possibilities of DAOs.
2022-02-2445 minHQLA EssentialsNano (XNO)This is an energy-efficient solution to Bitcoin's major flaws and uses a lattice structure instead of the traditional blockchain structure.
2022-02-2231 min2022-02-2007 minHQLA EssentialsNFTsWhat's the deal with NFT's, are they worth all the Ether? Are they here to stay, or a quickly dying fad that will be lost in the depths of the internet and forgotten by next year?
Never mind all the future stuff for now though, if you want some engaging dinner conversation about how much people are spending on Logan Paul's custom Pokemon Cards, or how Beeple has legitimized Non-Fungible Tokens by selling his NFT at auction house Christie's, then look no further.
In this discussion, we look at everything from definitions to minting to the...
2022-02-1718 minHQLA EssentialsWesfarmers Limited (WES.AX)Wesfarmers is an Australian conglomerate most famous for owning Bunnings (and previously Coles). They've bought and sold many Aussie companies, much like a huge private equity firm would, except these mergers are the largest in Australia.
2022-02-1542 minHQLA EssentialsThe Honest Company, Inc. (HNST)Jessica Alba launched her company onto the NASDAQ this month. It's currently valued at over a billion dollars but doesn't have the most diverse income stream, with most of the sales currently from diapers and wipes.
The company is now exploring its new market share in the homecare area, with refillable bottles available. However, they have some big competition like Method, which already makes a sustainable line of environmentally-friendly home care products.
2022-02-1312 minHQLA EssentialsGrab Holdings Limited (GRAB)Grab is growing more popular in Asia as a real competitor to Uber and Lyft. But they do more than just call a cab for you. They will deliver your food, provide financial services, organize your calendar, allow you to message people, and even help you with marketing your business.
This is a super app because it can really do it all. They're working on growing the platform and the userbase, as well as the functions of the app, to keep you on there for anything you need.
The pre-merged SPAC is trading under the ticke...
2022-02-1019 minHQLA EssentialsCoinbase Global, Inc. (COIN)Recently IPO'd, this stock gives crypto traders the picks and shovels to chase the new digital goldrush: buying Bitcoin, Ethereum, and other Altcoins.
We discuss Garry Tan, the original Venture Capitalist who made over 6,000% taking this company right from its seed stages all the way through to the largest direct listing in history.
Massive growth in revenue has been launching the company into high growth. As there are more people trading bitcoin, there is more and more revenue coming through the door. COIN has had over a billion dollars in revenue by the end of las...
2022-02-0822 minHQLA EssentialsFerrari SF90 StradaleOur car of the day is the Ferrar SF90 Stradale. This was a fun segment where we look at the car that celebrates 90 years of Scuderia Ferrari (Ferrari's Formula One team). It looks like this expensive beast comes between the 812 Superfast and the LaFerrari in the product range.
2022-02-0616 minHQLA EssentialsMarathon Digital Holdings, Inc. (MARA)Marathon Digital Holdings (MARA) recently changed its name (it was Marathon Patent Group). They've also switched up their methods, they now mine and hold Bitcoin (BTC).
It's a tough one to analyze as all of their gains are unrealized, meaning that they have no real revenue or profit figures, but that doesn't mean it isn't a good investment. As valuations increase, their balance sheet will appear better and better.
The key difference between buying this and straight-up buying bitcoin is that you're believing in their ability to continuously scale-up and mine more Bitcoin. But be car...
2022-02-0323 minHQLA EssentialsRoblox Corporation (RBLX)Whether it's breaking out of prison in Jailbreak, solving murders in murder mystery 2, getting adopted in Adopt Me! Or just working at a pizza place, this is a fun stock for gaming.
We talk about how Roblox works with 40 million users and how sticky the business model is with its retention.
Originally we thought it was just a game, but we discovered it's so much more, offering a full marketplace between developers and users.
Watch out for the risks though, it's important to make sure the userbase is protected, it's also important that they...
2022-02-0120 minHQLA EssentialsBitCloutImagine Twitter x Robinhood... Is it a scam?
Who knows. It's built on the blockchain and all we know is that Twitter is boring compared to this.
It's doubling in size each month and $204m has gone into it so far.
Is this the future of social media? Or even the future of investing?
What are your thoughts? Will it fade out soon? Are you on the platform?
2022-01-3031 minHQLA EssentialsLucid Group, Inc. (LCID)Lucid Motors (under pre-merger SPAC symbol - CCIV) is a company made by Tesla's former Chief Engineer Peter Rawlinson. It's built to be more luxurious, and go for longer on a single charge than any other electric vehicle on the market. It seems like a great company, but keep in mind they haven't started large-scale production quite yet.
2022-01-2327 minHQLA EssentialsStem, Inc. (STEM)STEM (under pre-merger SPAC symbol - STPK) is changing the game on energy use. They're offering specialized software as a service, as well as battery storage for residential housing.
2022-01-2021 minHQLA EssentialsElon's TweetsEver wanted to know how to get rich? It's actually easier than you think, just follow Tesla Technoking Elon Musk on Twitter.
Signal Advance Inc, Clubhouse, Bitcoin Treasury Assets, Etsy, Dogecoin, even his own stock Tesla. Nothing is safe from Elon's tweets.
If you watch closely, you could be the one making 9,823% next time.
2022-01-1111 minHQLA EssentialsMcLaren P1 GTRThe barebones racing beast McLaren P1 GTR is ready to go head to head with any rival. This lightweight 7-speed V8 with batteries is a track-hungry monster that you can't take on the road.
Of course, if you want to go on the road you can always have the panels removed, or put them back on... or even take them off again, it's your choice, as long as you've got the millions to back the changeovers.
2022-01-0911 minHQLA EssentialsLamborghini CentenarioA century of Ferrucio Lamborghini celebrated with the Lamborghini Centenario.
This car is insane and is one of the rarest collectors cars on the road today with only 40 originally created.
There are 20 Coupe models, 20 roadster models & they're only going up in value!
2022-01-0607 minHQLA EssentialsSquare, Inc. (SQ)- Cathie Wood is a believer, what more do you need to know? It's in her Ark Finance ETF ARKF, it's also in her innovation fund ARKK and her internet/ web-focused fund ARKW
- We go over the important stuff like: what's the business model around Square? How SQ makes its money, and why we think it's a great point-of-sale (POS) model.
- Our main concern, and admiration, is Jack Dorsey, Square's CEO who also runs Twitter at the same time.
2022-01-0416 minHQLA EssentialsDoorDash, inc. (DASH)- How far Doordash stock has come since IPO,
- We discuss cloud kitchens, and how they are both helping, and making it more difficult for a delivery service, especially with it being difficult to find any differences
- Competitive landscape: how are they going to successfully compete against Uber Eats, Menulog, and every other random guy with a food app
2022-01-0212 min
GFF PodcastThe Future of Collateral Management in 2022 - Blockchain, DLT & HQLAIn this episode we look in-depth at the way blockchain technology and DLT is changing the world of collateral management with Fabrice Tomenko (CEO Clearstream International) and Nick Short (COO HQLAx). We go in-depth with the game-changing tools at HQLAx that can transfer collateral ownership across locations and jurisdictions at precise times, and consider the new concept of Collateral Immobility and how it can reduce pain points for market participants, remove settlement friction, reduce collateral fragmentation and create greater interoperability between infrastructure, custodians and triparty agents.
2021-12-3140 minHQLA EssentialsBMW M8 CompetitionFast and full of tech, is the M8 Competition a 911 killer on the track? Or just a big coupe.
2021-12-3012 minHQLA EssentialsBentley BentaygaThe W12 Bentley Bentayga has a new set of tail lights to match the rest of the Bentley family of 2021 design.
Bentley is now keeping up with the times with a hybrid and vegan option on their giant luxury SUV.
But the worst & most annoying part about the car is... why did they have to call it a Bentayga Speed?
2021-12-2812 minHQLA EssentialsCarnival Corporation (CCL)Carnival Cruises (CCL) is an old company that MIGHT recover after the pandemic but might struggle with its most recent $950 million ship build cost.
2021-12-2616 minHQLA EssentialsSoFi Technologies, Inc. (SOFI)We dive into Chamath Palihapitiya's SPAC (Special Purpose Acquisition Company) SoFi.
SoFi seems to be the Neobank changing the game on student loans while providing an all-in-one banking & brokerage solution.
2021-12-2321 minHQLA EssentialsRobinhood GME Deposition with DFV & Vlad- On one side we have Wall St Bets represented by Keith Gill, also known as Roaring Kitty or DFV.
- On the other side we have Vlad Tenev, the CEO of Robinhood, which limited buy orders and forced sale orders on Gamestop's stock.
But was it all just for his clearinghouse liquidity? Or did the hedge funds like Melvin Capital tell him to do it?
Let us know your thoughts in the comments below
2021-12-2114 minHQLA EssentialsGameStop Corporation (GME)Power to the ... Investors? // GameStop (GME) to the moon as long as the diamond hands prevail against the hedge funds. Did Robinhood restrict trading because they were told to by Joe Biden and the white house? What does a short-squeeze even mean? We try and answer a few of these questions!
Most importantly, do you like the stonk?
2021-12-1922 minHQLA EssentialsExpress, Inc. (EXPR) | AMC Entertainment Holdings, Inc. (AMC)EXPR and AMC have had a volatile year!
Is this a new era of meme stonks (stocks)?
2021-12-1614 minHQLA021 | Basic Bats | Jory DaviesClearly, it’s high time we dedicate a full episode to digging into NFTs; how to buy them, why they’re valuable & what prospective use cases exist.
So, this week we embark on our first transcontinental interview, featuring Jory Davies from ‘basicbats’, an NFT mobile game that’s set out as a pioneer in the NFT gaming universe.
Jory lets us in on how ‘basicbats’ came to life, how the artwork has been crafted and what to anticipate from the game play.
What’s all this talk about DAOs? Well, we discuss constitutionDAO, a recent example...
2021-12-151h 13HQLA EssentialsMarketing FailsIn this segment we talk about:
- Kendall and her Pepsi that stops the riots
- Mark Zucc's Puerto Rican VR demo
- Ben & Jerry's Irish beer-flavored backfire
2021-12-1411 minHQLA EssentialsCraziest AuctionsIn this segment we talk about:
A Ferrari 250 GTO
A violin from the Titanic,
Warren Buffett's signed Cadillac,
A Royal cake
2021-12-1207 min2021-12-0905 minHQLA EssentialsToyota SupraA Japanese icon reintroduced - the new Toyota Supra
In this segment, we discuss exactly how much of the new Supra is really made by Toyota.
2021-12-0708 minHQLA EssentialsAirbnb, Inc. (ABNB)Hottest Travel IPO of 2020 - Airbnb
In this segment, we go from founding idea, right through to mega Nasdaq hot tech stock.
Even though Airbnb has gone public in the toughest year for travel, we still think it might
have some interesting qualities.
2021-12-0522 min2021-12-0212 minHQLA EssentialsLotus EvijaWith almost 2,000 Horsies, the Lotus Evija is now the world's most powerful car!
2021-11-3008 min2021-11-2808 minHQLA020 | Truth Social | WeWork SPAC | POLY | 3 Hottest UnicornsTrump Media & Technology Group recently announced their SPAC merger (Special Purpose Acquisition Company) with DWAC (Digital World Acquisition Corp). This will be the launch of Donald Trump's own Truth Social, a social media platform that will rival the liberal media consortium and fight back against big tech. The tech stack is built on an open-source version of Twitter called Masterdon.
WeWork have completed their own SPAC, which was at a vastly different valuation to their initial IPO attempt in 2019. This time, going for a market cap of $9B as opposed to a target of $47B. The key...
2021-11-111h 27HQLA019 | TSLA Bot | BKSY | SOL | SPAC QueenDo the rich pay enough tax? | Canva has a new valuation. | Mailchimp sells to Intuit for $12B. | Discord raised a new $500M round and is now worth $15B. | Rivian R1T is up against Tesla and Ford’s latest pickups, and they’re boldly launching themselves with an 80B market cap. | Space X sent an all-civilian mission deep into space. | Tesla launched its Tesla bot on AI day. | Donda vs Certified Lover Boy? | China’s EverGrande crisis.
What does Palantir, Elon Musk, and E-Torro have in common? Perhaps a space-based SPAC is the answer? Should we send up a c...
2021-10-051h 56HQLA EssentialsLemonade, Inc. (LMND)The Future of Insurance? Lemonade Inc.
We explore the relatively new app-based company Lemonade and how it's potentially
a game-changer in the traditional world of insurance.
2021-09-2909 minHQLA018 | NFLX | EverRise | Countach | Getting Rich without LuckThe FAANG group of tech stocks are known for being disruptors, and Netflix permanently changed the way distribution works in Hollywood forever. Starting with disrupting Blockbuster in the late 90s, they've moved on to compete with more modern companies like Apple and Disney.
EverRise is a crypto startup running under the premise of DApps, or Decentralised Apps. EverRise has a unique fee structure, with 11% of each purchase taken and being used for their unique treasury requirements, one of these uses includes buying back supply and burning it.
The Lamborghini Countach has been re-launched as a n...
2021-09-082h 07HQLA017 | IOC | SHOP | BroncoIn recent news: US financial tech giant Square buys Afterpay, Cathie Wood's ARK funds sell JD.com as well as other Chinese holdings, Salesforce officially acquires Slack & Tesla has signs a deal with Australian mining giant BHP to supply raw materials.
The International Olympic Committee is a private not-for-profit which has been the powering force behind the modern Olympic Games. Through multiple wars, budget issues, and managing the interests of different competing cities and countries, the IOC manages to ensure that consistency is upheld and that athletic requirements are met according to their standards.
Shopify t...
2021-08-222h 09HQLA016 | PLTR | PSTH | Microacquire | ICONIQ 5In this episode we start with Palantir Technologies, with three strong products and their even better names: Gotham, Foundry & Apollo. Some of Palantir's newest clients are impressive, including Scuderia Ferrari, Faurecia, BP, 3M, the UK's NHS, and IBM, as well as many others.
Bill Ackman is up next, with his hedge fund gains, his holding company and his newest SPAC PSTH.
Microacquire is our third segment, and is a great way to acquire small private companies, including Software-As-A-Service (SAAS), E-Commerce, Mobile App's, Newsletters, & Crypto startups. We discuss some of the options in this segment.
Th...
2021-08-041h 43HQLA015 | ADA | AMD | Aussie BrokersOur first segment is about ADA, which is a cryptocurrency on the Cardano blockchain. This one is third generation crypto that aims to have a central blockchain, usable by other cryptocurrencies.
In our second segment, we talk about Advanced Micro Devices, more commonly known as AMD. AMD has had a record year, clocking massive earnings and revenue growth.
In our final segment, we discuss which broker is right for you as an Australian. We look at Goodments, Stake, Commsec, CMC, Interactive Brokers, E-Torro, and Selfwealth.
2021-07-201h 33HQLA014 | SPCE | ARKX | F-150 Lightning | ETFs for BeginnersIn this episode, we open with a very amateur discussion of some very professional boxing. But don't worry! There is more, next up we look into Richard Branson's Virgin Galactic, one of the most fun and simultaneously least viable business models we've ever seen.
One thing that isn't as up to par as SPCE, is Cathie Wood's ARKX ETF. With holdings like 3D printing, Netflix, and Amazon, we weren't particularly impressed with how relevant the management of this fund was to the name. However, it's not all bad news there were at least a few slightly relevant c...
2021-07-051h 24HQLA013 | NANO | AMZN | Selling your E-Comm StoreWe start of this one with a crypto-currency that's a lot smaller than Bitcoin, but one key advantage is that it's cost to transact is much smaller than some of the other large crypto-currencies. Amazon is a mega-conglomerate that is only getting larger. Will it be the first company to hit a market cap of $5 Trillion? Who knows. What we do know is that Jeff Bezos has built an automation powerhouse used by over 70% of US households. Our last segment is on E-Commerce stores, how much is it worth for a certain user-base or revenue figure? We find out...
2021-06-211h 08GFF PodcastThe Award Winning ASLplus Platform with Tilman Fechter and Alexandre RoquesStay connected with the GFF community across the globeIn this episode we explore the need for Central Banks to lend high quality liquid assets acquired through ECB asset purchasing programmes - PSPP and PEPP - back into securities markets to increase liquidity. Our special guests are Tilman Fechter (Head of Banking, Funding & Financing at Clearstream) and Alexandre Roques (Head of Securities Lending, Trading & Distribution Desk, Clearstream) talking about the role of Clearstream's ASLplus platform which is a major part of Central Bank HQLA securities lending and foreign reserve lending for Central Banks and Sovereign...
2021-06-1433 minHQLA012 | HNST | WES(ASX) | NFT's | Glassdoor.comJessica Alba does more than just making movies. Since 2011, Honest company has grown from Alba's idea into a fully IPO'd home care business valued at over a billion dollars. Wesfarmers is an Australian conglomerate most famous for owning Bunnings (and previously Coles). NFT's are an area that is relatively new to 2021. Non-Fungible Tokens merge the concepts of modern digital art with the crypto blockchain. Finally, we use glassdoor.com to compare attributes of similar companies.
2021-05-251h 23HQLA011 | AGC (Grab) | $COIN | SF90 StradaleIn today's episode we look at GRAB, a serious Uber competitor for South-East Asia, but is it more than just Uber or Doordash? We also look at one of the hottest IPO's of the year, COINBASE. Our car of the day is the Ferrar SF90 Stradale. This was fun segment where we look at the car that celebrates 90 years of Scuderia Ferrari.
2021-05-151h 11HQLA010 | ETH | Inflation | YouTube AnalyticsIn this episode we talk about some of the fundamentals of Ethereum, some of the key fundamentals around staking, investing, and applications that can be built on the blockchain. We also chat about inflation and its impact on certain areas, then we finish off by chatting about our YouTube growth and a few of the key demographic shifts we've seen over our first 3 months on YouTube.
2021-05-0531 minHQLA009 | RBLX | MARA | BitCloutWe discuss Roblox (RBLX) and how they've been going since their Direct Listing IPO a month ago. We talk about Marathon Digital Holdings (MARA), a company entirely devoted to mining Bitcoin. Lastly, we discuss Bitclout, a decentralised social media platform. Some question if it's a scam, and it well could be, or perhaps a Ponzi / Pyramid scheme? Who knows... Could this turn into the future of social media or even the future of investing?
2021-04-251h 20HQLA008 | SPACs | CCIV (Lucid) | STPK (Stem) | RS E-Tron GTWe start off this episode with two SPAC's; STEM (under pre-merger SPAC symbol - STPK) is changing the game on energy use & Lucid Motors (under pre-merger SPAC symbol - CCIV) is a company founded by Tesla's former Chief Engineer Peter Rawlinson. Finally, the Audi RS E-Tron GT is sticking to the status quo ...
2021-04-081h 10HQLA007 | DASH | SQ | Centenario | P1 GTR | Elon's Tweets | Albert EinsteinDoordash since IPO, how will it compete? How SQ makes its money. A centry of Ferrucio Lamborghini celebrated with the Lamborghini Centenario.
The barebones racing beast McLaren P1 GTR is ready to go head to head with any rival. How much value has Elon Musk created with his twitter account?
2021-03-271h 08HQLA006 | GME | SOFI | CCL | Bentayga | M8In this episode we're joined by special guest Luke Eastaway, we discuss:
Did Robinhood's Vlad Tenev have a choice when it came to the forced selling of Gamestop (GME) shares?
Redditor & Youtuber Keith Gill (DFV/ Roaring Kitty) speaks at the deposition, he likes the stock.
We dive into Chamath Palihapitiya's latest SPAC SoFi, currently with the ticker IPOE.
Carnival Cruises (CCL) is an old company which MIGHT recover after the pandemic, but might struggle with
it's $950 million build costs.
The W12 Bentley Bentayga W12 has a new se...
2021-03-101h 21HQLA005 | Port Mac | Roku | Marketing for Tradies | Business IdeasIn this episode we’re in Port Macquarie, we discuss Roku’s strategy on growth, Ideas for Carpenters, Builders and other trades to grow their businesses with marketing strategies, E-commerce side hustles (drop shipping) & Marketing fails like: Ayds Candy, Starbucks, & American Airlines
2021-03-0159 minHQLA004 | Wall St Bets Special | GME | AMC | EXPR | Nio ET7Power to the Players! In this episode we look at GME (Gamestop) otherwise known as GameStonk. As well as the other meme stocks talked about on Reddit's infamous Wall Street Bets. Including AMC & Express. We wrap up with Nio's new ET7 sedan.
2021-02-111h 02HQLA003 | ABNB | Supra | Tata Nano | Marketing Fails | Craziest AuctionsIn this episode we discuss:
- Recent IPO: ABNB (AirBnB), which has been generating huge returns on the Nasdaq.
- The Toyota Supra made by BMW
- The world's cheapest car - Tata Nano
- Crazy Auctions: Titanic violin, Warren Buffett's car, cake from the royal wedding, 1962 Ferrari 250 GTO
- Marketing fails: Ben & Jerry's with Black & Tan, Pepsi with Kendall Jenner, AND Facebooks VR Campaign
2021-02-0155 minHQLA002 | LMND | SNOW | Evija | TaycanIn this episode; when tech-heads get into the insurance game, one of 2020's hottest IPOs, the worlds most powerful production car & Porsche's first EV.
2021-01-2541 min